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CG

Carl Gambrell

Principal at Nicholas Hoffman & Company, LLC.

Atlanta, GA , United States

About

Carl Gambrell is Principal at Nicholas Hoffman & Company in Atlanta, Georgia, where he is integral to the firm’s investment strategy and client account management. As one of the founders of the firm’s Investment Management Committee, Carl has had direct leadership roles in the private debt and private real estate sectors, overseeing key investment initiatives and supporting portfolio construction for high-net-worth clients.

Carl’s investment expertise is distinguished by his significant tenures as Director at both Merrill Lynch and Credit Suisse First Boston, where he specialized in capital markets and investment banking for over two decades prior to joining Nicholas Hoffman & Company in 2009. His background spans private equity, private credit, and real estate, providing comprehensive wealth management solutions to families and institutions.

He earned his B.S. in Finance from Mississippi State University, grounding his career in quantitative and analytical disciplines. Throughout his leadership at Nicholas Hoffman & Company, he has contributed to the growth of the firm’s family office platform and led efforts in private market investing, emphasizing alternative asset classes and bespoke portfolio management for affluent individuals and family offices.

Career History

OrganizationRoleDate RangeDetails
Nicholas Hoffman & CompanyPrincipalSep 2009 to Present
Merrill LynchDirectorMay 1998 to May 2009
Credit Suisse First BostonDirectorMar 1984 to Apr 1998
first bostondirectorJan 1984 to Jan 1998

Education

Mississippi State University

B.S., finance

1973 1976

Skills & Expertise

Teaching
Project Management
Marketing
Software Development
Public Speaking
Credit
Integration

Others at Nicholas Hoffman & Company, LLC. (3)

NameRoleLocation
Brian Camilo Quintana
Brian Camilo Quintana
Research AnalystAtlanta, GA , United States
Cole Kliphouse
Cole Kliphouse
Senior AnalystAtlanta, GA , United States
Dwayne Terrell
Dwayne Terrell
Research AnalystAtlanta, GA , United States

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